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Live Oak Bancshares
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Overview Fund Activity

173 hedge funds and large institutions have $817M invested in Live Oak Bancshares in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+13
Holders Change %
+8.13%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
60
Reduced
43
Closed
11
Calls
$4.96M
Puts
$2.58M
Net Calls
+$2.38M
Net Calls Change
-$546K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$50.9M
2
Millennium Management
Millennium Management
New York
$7.57M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$3.27M
4
CSS
Cubist Systematic Strategies
Connecticut
$2.71M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$3.26M

Top Sellers

1
State Street
State Street
Massachusetts
$27.7M
2
BlackRock
BlackRock
New York
$75.4M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$61.6M
4
Goldman Sachs
Goldman Sachs
New York
$5.58M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$3.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFCM
51
Dark Forest Capital Management
Puerto Rico
$1.75M -$672K -23,204 -28%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$1.74M +$374K +12,916 +27%
PVM
53
Palogic Value Management
Texas
$1.74M -$724K -25,000 -29%
TAM
54
Trillium Asset Management
Massachusetts
$1.67M +$250K +8,648 +18%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$1.55M +$25.2K +869 +2%
SFA
56
Sequoia Financial Advisors
Ohio
$1.48M – – –
RA
57
Royce & Associates
New York
$1.37M -$194K -6,711 -12%
Wells Fargo
58
Wells Fargo
California
$1.24M -$196K -6,756 -14%
Jane Street
59
Jane Street
New York
$1.23M +$989K +34,161 +406%
Voloridge Investment Management
60
Voloridge Investment Management
Florida
$1.22M +$475K +16,393 +63%
AllianceBernstein
61
AllianceBernstein
Tennessee
$1.17M – – –
ASN
62
Advisory Services Network
Georgia
$1.17M -$63.5K -2,193 -5%
CCG
63
Chatham Capital Group
Georgia
$1.16M +$1.16M +40,125 New
Invesco
64
Invesco
Georgia
$1.13M +$7.21K +249 +0.6%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$1.07M -$63.6K -2,198 -6%
UBS Group
66
UBS Group
Switzerland
$1.01M +$259K +8,954 +35%
JAM
67
Jupiter Asset Management
United Kingdom
$994K +$994K +34,322 New
Fuller & Thaler Asset Management
68
Fuller & Thaler Asset Management
California
$912K +$45.8K +1,581 +5%
Victory Capital Management
69
Victory Capital Management
Texas
$883K +$593K +20,473 +204%
Rafferty Asset Management
70
Rafferty Asset Management
New York
$879K -$763K -26,353 -46%
Legal & General Group
71
Legal & General Group
United Kingdom
$874K +$38.3K +1,318 +5%
CCIA
72
Campbell & Co Investment Adviser
Maryland
$820K +$820K +28,316 New
S
73
SignatureFD
Georgia
$812K +$637 +22 +0.1%
UBS AM
74
UBS AM
Illinois
$781K +$112K +3,874 +17%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$676K -$74.5K -2,574 -10%
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